Due Diligence Requirements
As your tax professional, we may be asking you
additional questions next year that are required by the Tax Cuts and Jobs Act.
Tax preparers must collect new information from clients who qualify for any of
the following tax credits:
Earned Income
Tax Credit (EIC)Child Tax Credit
(CTC) American
Opportunity Tax Credit (AOTC)Head of
Household filing status (HOH)
In addition to interviewing you and gathering the
required information needed to answer all of the due diligence questions on
Form Read more [...]